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CTRL-F

7 months ago

Investment Advisor

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Company information

Company
CTRL-F
Location
België, West-Vlaanderen (Provincie), Kortrijk, Waregem Belgium
Posted
7 months ago
View all jobs at CTRL-F

Job description

Function
  • Conducting analyses to identify needs and providing personalized advice on insurance and related banking and investment products
  • Actively advising and selling investment products to individual clients
  • Maintaining and managing existing investment portfolios and keeping files up-to-date
  • Answering questions and supporting clients in following up on investment issues
  • Ensuring correct administrative processing in accordance with FSMA guidelines


Profile
  • You have a bachelor's or master's degree in a field such as economics, finance, or insurance (or have equivalent experience)
  • You possess the PCP certificate (or are willing to obtain it)
  • Experience in a commercial role within the banking or insurance sector is a plus
  • You are customer-oriented, strong in communication, and have good commercial insight
  • You work effectively and orderly, with attention to detail and quality
  • You are proactive in identifying opportunities
  • You are a team player and enjoy working together

Offer
  • A varied role with many opportunities to learn within a stable and expanding banking environment
  • Competitive salary and additional benefits (such as meal vouchers, health insurance, etc.)
  • Opportunities for professional growth and career development
  • Training to support your career and legal obligations

Organization

At CTRL-F Finance, we create connections daily between financial professionals and challenging roles in various sectors. Our extensive network includes offices, companies, and above all, talented individuals. Our approach is both professional and personal, fully focused on the candidate. Because we concentrate entirely on financial positions, we have various opportunities. Do not hesitate to contact us if you are interested. We are ready to discuss all options with you and search together for the ideal job for you!


Our client is a bank branch located in the region of Waregem. They are currently looking for a new colleague for investments to guarantee even better service to their clients.

Required skills

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